Collective Trust

Advisory Research provides access to institutional-caliber investment management with specialized expertise in targeted asset classes.  

We offer a wide range of strategies across the asset spectrum, paying close attention to downside protection and the pursuit of attractive risk-adjusted returns for clients.

Investment Strategy

The Small Cap Value Collective Trust Fund seeks to provide superior risk-adjusted performance and measured downside risk by investing primarily in equity securities within the market capitalization range of the Russell 2000 Value Index at the time of purchase. The Fund is diversified across 35-50 holdings. Portfolio turnover generally ranges between 30-40% annually.

As fundamental investors with a long-term perspective, we seek undervalued companies with financial strength and durable business models. Our bottom-up security selection process allows us to thoroughly assess company-specific risk and long-term upside potential.

Inception Date: October 8, 2009
CUSIP: 74048B203
Sponsor: Comerica Bank & Trust, NA
Sub-Advisor: Advisory Research, Inc.